bexio + Loyverse Integration

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Create bexio contact for new Loyverse customer

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this Loyverse - bexio integration, anytime a new Loyverse customer is created, an bexio contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.

Activate

When Customer is created/updated/deleted in Loyverse > Check condition > Create person in bexio

Loyverse + bexio Integration

Activate

When Employee is created or updated in Loyverse > Check condition > Create person in bexio

Loyverse + bexio Integration

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to automate repetitive tasks between bexio & Loyverse

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Person is created or updated in bexio
Invoice is created in bexio
Order is created in bexio
Quote is created in bexio
Product is created in bexio
Project is created in bexio
Company is created or updated in bexio
Customer is created/updated/deleted in Loyverse Instant
Receipt is created or updated in Loyverse Instant
Shift is created in Loyverse Instant
Item inventory is updated in Loyverse Instant
Store is created or updated in Loyverse
Item is created/updated/deleted in Loyverse Instant
Employee is created or updated in Loyverse

Create time tracking in bexio
Create invoice in bexio
Send invoice in bexio
Search invoice in bexio
Issue an invoice in bexio
Create person in bexio
Search person in bexio
Update person in bexio
Create project in bexio
Search project in bexio
Get project by ID in bexio
Update project in bexio
Create company in bexio
Search company in bexio
Update company in bexio
Update product in bexio
Create product in bexio
Search product in bexio
Export invoice to PDF in bexio
Create sales quote in bexio
Create sales order in bexio
Create a receipt in Loyverse
Create customer in Loyverse
Create a POS device in Loyverse
Create an item in Loyverse
Delete customer in Loyverse
Search customer in Loyverse
Update customer in Loyverse

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Integrate bexio & Loyverse In 1 Click
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You Can Also Connect bexio or Loyverse With 1100+ Other Apps

bexio is the perfect solution for small companies in Switzerland who need powerful accounting, invoicing, payroll, and other tools to stay organized and efficient. It lets you handle all the business needs in one place.

See bexio Integrations

Loyverse is a complete point-of-sale solution for small and medium-sized businesses. It offers multiple services like inventory management, employee management, customer engagement, and reporting to help manage all your business operations.

See Loyverse Integrations